Panelist Import

This section allows you to import panelist data from other sources and consolidate panelist data in the platform.

You can upload data in bulk, including existing balances, and simplify their operations in a single platform. This helps to reduce manual effort and boost productivity in managing panels, provide a unified panelist experience in a single community, and remove barriers to growth by optimizing panel management.

Import Data

To create a configure incentives:

1. Click Panelist Import in the left-hand menu.

2. Select Download CSV template.

3. Populate the CSV template with both mandatory and optional panelist data.

4. Upload the completed file and select the Import panelists button.

   

   Cint Engage processes the file and create accounts for new panelists, as well as log relevant balance information. Imported panelists will be labelled as Imported for transparency and clarity.

Panelist Account Activation

Imported panelists will receive an automated welcome email with a link to activate their account.

Once they click on the link, they will be asked to create a password for their account and agree to the relevant Terms & Conditions and Privacy Notice.

See the Market Campaigns configuration article for the next steps.